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iShares S&P Small-Cap 600 Growth ETF

463 hedge funds and large institutions have $3.35B invested in iShares S&P Small-Cap 600 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 25

53% more funds holding in top 10

Funds holding in top 10: 1726 (+9)

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

22% more capital invested

Capital invested by funds: $2.74B → $3.35B (+$608M)

20% more call options, than puts

Call options by funds: $1.97M | Put options by funds: $1.64M

8% more funds holding

Funds holding: 430463 (+33)

3.39% more ownership

Funds ownership: 107.52%110.91% (+3.4%)

Holders
463
Holders Change
+33
Holders Change %
+7.67%
% of All Funds
10.6%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.6%
New
61
Increased
166
Reduced
117
Closed
25
Calls
$1.97M
Puts
$1.64M
Net Calls
+$329K
Net Calls Change
+$120K
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
451
Signet Financial Management
New Jersey
$4K
FC
452
Ferris Capital
Massachusetts
$3K -$357K -3,884 -99%
PK
453
Pflug Koory
Nebraska
$3K
PSC
454
Prentiss Smith & Co
Vermont
$2K
SIS
455
Sound Income Strategies
Florida
$2K
PCIA
456
Prime Capital Investment Advisors
Kansas
$2K +$1.84K +20 New
RFM
457
Royal Fund Management
Florida
$2K +$2.02K +22 New
Financial Engines Advisors
458
Financial Engines Advisors
California
$2K +$2.2K +24 New
TC
459
Trilogy Capital
California
$2K +$2.39K +26 New
KCPG
460
Kavar Capital Partners Group
Kansas
$1K
MWM
461
MinichMacGregor Wealth Management
New York
$1K
FRA
462
Front Row Advisors
California
$603
PMG
463
ProVise Management Group
Florida
$499 +$119K +1,294 +32%
NA
464
NewEdge Advisors
Louisiana
$386 +$371K +4,042 New
GT
465
Glenmede Trust
Pennsylvania
-$10.6M -124,052 Closed
N
466
Natixis
France
-$8.69M -100,000 Closed
PL
467
Polianta Ltd
Jersey
-$5.93M -68,200 Closed
HPWM
468
Highland Private Wealth Management
Washington
-$3.43M -39,476 Closed
KCM
469
Kendall Capital Management
Maryland
-$738K -8,486 Closed
KA
470
Kovack Advisors
Florida
-$450K -5,180 Closed
VF
471
Virtu Financial
New York
-$248K -2,850 Closed
HIMC
472
Heritage Investors Management Corp
Maryland
-$220K -2,528 Closed
NB
473
NBT Bank
New York
-$216K -2,480 Closed
CG
474
Cutler Group
California
-$73.4K -800 Closed
WCM
475
Whitener Capital Management
North Carolina
-$46K -536 Closed

IJT Hedge Fund Activity: Q2 2018 in Review

463 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares S&P Small-Cap 600 Growth ETF (IJT) for Q2 2018, worth a combined $3.35B — up 22% from $2.74B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new IJT positions and 25 closed out — a net gain of 36 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $69.3M. The largest seller was JP Morgan Chase, cutting an estimated $25.8M.

  • 463 institutional investors held iShares S&P Small-Cap 600 Growth ETF (IJT) as of Q2 2018, up from 430 in Q1 2018.
  • Funds reported $3.35B of iShares S&P Small-Cap 600 Growth ETF stock for Q2 2018, up 22% quarter-over-quarter.
  • 61 funds opened new iShares S&P Small-Cap 600 Growth ETF positions in Q2 2018 and 25 closed out, a net change of +36 holders.
  • The largest iShares S&P Small-Cap 600 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $69.3M added.
  • The largest iShares S&P Small-Cap 600 Growth ETF seller in Q2 2018 was JP Morgan Chase, an estimated $25.8M sold.

Based on aggregated 13F filings for Q2 2018.